Description

On today’s episode, we speak with Jes Koepfler, the Head of Client Experience Research for Vanguard's Retail Division. Vanguard is a registered investment advisor that has been around since 1975. The company is known for its four core principles

1. Define clear goals,
2. invest with balance and diversification,
3. minimize cost, and
4. stay disciplined over the long term.

The founder of Vanguard, Jack Bogle, is also known for starting the first index fund, which we discuss in our stock market primer episode.

We talk to Jes about what it means to design for the user, how design can cue users to take certain actions, and how the corporate philosophy is embodied in the Vanguard website design and ultimately, the experience of the user. Jes also talks about how her professional experiences have informed how she manages her personal finances.